LM
Lowell L. Morrison
PREFERRED CAPITAL SECURITIES
Atlanta, GA 30327
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CRD#: 7304445
LM
Professional summary
Lowell Langdon Morrison is a registered financial professional currently at PREFERRED CAPITAL SECURITIES, LLC located in Atlanta, Georgia.
Lowell is registered as a RR (Registered Representative) and started their career in finance in 2020. Lowell has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I have been a shareholder of Green Leaves, a family-related tourism home, since March 2016. Green Leaves is located in Natchez, Mississippi, is not investment-related, and has no business address. I devote 0 hours a week to the aforementioned activities and 0 hours a week during trading hours. I attend annual meetings via phone in connection with my role Badger Creek Advisors (BCA) RIA affiliated with PCS, 3290 Northside pkway, NW Investment Advisor 0-10 hours per month during trading hours
CRS (Client Relationship Summary) - BD
Click below to view Lowell Langdon Morrison's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 11, 2024 - Present
PREFERRED CAPITAL SECURITIES, LLC
Office #1: 3290 Northside Parkway, Nw Suite 800, Atlanta, GA 30327Office #2: 3290 Northside Parkway Nw Suite 800, Atlanta, GA 30327BD
CRD#: 169719
Atlanta, GA
Past
January 26, 2024 - February 16, 2024
BADGER CREEK ADVISORS, LLC
RIA
CRD#: 319582
ATLANTA, GA
Past
June 3, 2022 - March 16, 2023
GLADSTONE SECURITIES, LLC
BD
CRD#: 127808
MCLEAN, VA
Past
December 21, 2021 - May 25, 2022
FISHER INVESTMENTS
RIA
CRD#: 107342
PLANO, TX
Past
December 1, 2020 - November 1, 2021
PREFERRED CAPITAL SECURITIES, LLC
BD
CRD#: 169719
ATLANTA, GA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(4/17/2025)
RR
Arizona(4/17/2025)
RR
California(4/17/2025)
RR
Delaware(6/24/2025)
RR
District of Columbia(6/24/2025)
RR
Georgia(1/11/2024)
RR
Hawaii(4/17/2025)
RR
Idaho(5/14/2025)
RR
Illinois(8/6/2024)
RR
Indiana(8/6/2024)
RR
Iowa(5/14/2025)
RR
Kansas(5/14/2025)
RR
Maryland(6/24/2025)
RR
Minnesota(5/14/2025)
RR
Mississippi(1/11/2024)
RR
Missouri(5/14/2025)
RR
Montana(5/14/2025)
RR
Nebraska(5/14/2025)
RR
Nevada(4/17/2025)
RR
New Jersey(6/24/2025)
RR
North Carolina(6/24/2025)
RR
North Dakota(5/14/2025)
RR
Oregon(4/17/2025)
RR
South Dakota(5/14/2025)
RR
Tennessee(6/24/2025)
RR
Utah(4/17/2025)
RR
Virginia(6/24/2025)
RR
Washington(4/17/2025)
RR
Wisconsin(8/6/2024)
RR
Wyoming(5/14/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/1/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PC
PREFERRED CAPITAL SECURITIES, LLC
PREFERRED CAPITAL SECURITIES, LLC
CRD#: 169719 / SEC#: , 8-69382
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information
Main Address
3290 Northside Parkway, Nw Suite 800, Atlanta, GA 30327
Mailing Address
3290 Northside Parkway, Nw Suite 800, Atlanta, GA 30327
Phone number
(855) 330-6594
Established
Georgia since 09/17/2013
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
